DFX Intelligence
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Channel change (one enterprise)
9 advisors moved from T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Chad Jones | Draper, Ut | Jun 12, 2017 | Sep 30, 2013 |
| Matthew Don Batzel | Draper, Ut | Jun 21, 2017 | Nov 15, 2011 |
| Paul Augustine Dau | Draper, Ut | Jun 21, 2017 | Jun 5, 2012 |
| Paul Lamar Shirley | Draper, Ut | Jun 21, 2017 | Jul 17, 2017 |
| Rolando Quintana | Draper, Ut | Jun 21, 2017 | Mar 22, 2016 |
| Ryan Tucker | Draper, Ut | Jun 21, 2017 | Jan 15, 2013 |
| Spencer Gordon Daw | Draper, Ut | Jun 21, 2017 | Feb 4, 2013 |
| Tamara Taylor | Draper, Ut | Jun 21, 2017 | Dec 15, 2016 |
The rule
- Registrations ended
- Jun 12, 2017 to Jun 21, 2017
- Registered next
- Nov 8, 2011 to Oct 20, 2016
- Branch state
- UT
- Cities
- 1, most in Draper, Ut
- Registered there that day
- 987 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape